Parker M Langer
Parker grew up in Portland, Oregon before attending Baylor University in Waco, Texas where he graduated in 2018. He earned a Bachelor of Business Administration degree with a major in accounting and Master of Accountancy. Post college, Parker earned his CPA license and started his career as an Auditor for KPMG where he worked for over 5 years. His time in public accounting allowed him to become very familiar with financial statements, to learn a great deal about how companies operate and report their financials, and how to foster relationships with clients. Starting in September of 2023 Parker joined his brother Harrison and father Brett at The Summit Financial Strategies, Inc. He has been working alongside both of them as well as Keith Bandettini in order to learn from their collective experience in the field of Financial Planning.
Parker's Investment Philosophy -
Parker appreciates that every client is unique and has different circumstances, so he places an emphasis on customizing not only the financial plan, but also how he interacts with each client. With his Accounting background, Parker understands the importance of structure in creating a financial plan, but also recognizes that active management is crucial to keeping that plan dynamic, which is why he focuses on a 12 to 24-month outlook of the market and economic environment both nationally and internationally. As a team, The Summit Financial Strategies advisors carefully perform their due diligence to create strategies based on the current, intermediate, and long-term trends that they adjust on a frequent basis. This level of teamwork and sharing of thoughts and philosophies helps Parker to instill confidence with his clients regarding their pathway forward, and to better serve their needs.
Licensing -
Parker has completed and holds both the Series 7 Securities license as well as the Series 66 Investment Advisor Representative registration with LPL Financial. Parker has also continued to maintain his CPA License in the state of Texas.
Personal note on Parker -
Outside of his time working for The Summit Financial Strategies and his clients, Parker spends his time on numerous hobbies. He has always enjoyed playing basketball, but he's not getting any younger, so he is slowly shifting to tennis, golf, pickle ball, and walking. Parker also enjoys reading and cooking/baking if the weather isn't cooperating with his plans to be outside. Parker is an old soul.